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title: "Overview2"
canonical: "https://research.refined.site/page/Overview2/"
format: markdown
---
![](/images/118c29c1-e63b-44d3-aae5-80efaacc0083)

### Planning

At the planning stage, read the ethical review guidance and locality approval requirement.

[Do I need locality approval?](https://research.refined.site/space/Research/141033474/Do+I+need+locality+approval%3F)

### Mandatory steps:

Check if locality approval is required. Click [here](https://research.refined.site/space/Research/141033474) for more information.

Read the [ethics guidance](https://research.refined.site/space/Research/48332977/Ethics+guidance).

![](/images/2eea795e-3da1-4ad3-a24d-63861af16225)

### Start your application

Write a research / audit protocol, then, submit an online application with your protocol.

[Apply online](https://redcap-wdhb.hanz.health.nz/surveys/?s=KL4XA9NRWMFDEAJL)

### Deliverables:

Click [here](https://research.refined.site/space/Research/144015361) for more information on how to submit your application.

![](/images/91743a62-7f7e-4d41-ab37-af6b9b61793c)

### Approval process

In general, there are 7 deliverables to complete this process. Some deliverables may not be required for your research.

[Find out more](https://research.refined.site/space/Research/144244737/Approval+process)

### Deliverables:

[Budget review](https://research.refined.site/space/Research/48791553/Budget+and+costing) (if applicable)

[Research grant](https://research.refined.site/space/Research/48333045/Grants+process) (if applicable)

[Ethics approval](https://research.refined.site/space/Research/48332977/Ethics+guidance) (if applicable)

[Cultural research review](https://research.refined.site/space/Research/165969921/Cultural%2FTikanga+research+review) (if applicable)

[Clinical lead / Manager sign-off](https://research.refined.site/space/Research/144244737/Approval+process#Clinical-Lead-sign-off)

[Support services sign-off](https://research.refined.site/space/Research/144244737/Approval+process#Support-services-sign-off) (if applicable)

[Legal / Contracts](https://research.refined.site/space/Research/48333417/Legal+and+contracts) (if applicable)